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After you configure the campaign management global settings in Salesforce, add some fields to page layouts for campaigns and campaign members in Salesforce. Genesys Cloud provides possible values to select during the syncing of campaign data between your Salesforce and Genesys Cloud organizations.
A campaign setting allows you to associate the data synced from Genesys Cloud with a new or existing campaign in Salesforce. For more information, see Concepts for campaign management and Associate a campaign setting with a campaign.
This ID indicates that the campaign is created successfully in Genesys Cloud. For more information about Genesys Cloud campaigns, see Concepts for campaign management.
This ID indicates that the contact list is created successfully in Genesys Cloud. The contact list contains the campaign members associated with this campaign in Salesforce. For more information about contact lists, see Concepts for campaign management.
This check box indicates whether Genesys Cloud reconciled data to the campaign member records in Salesforce at the completion of the campaign. For more information, see Reconciliation of campaign data.
By default, a campaign runs from 12:00 AM on the Start Date to 11:59 PM on the End Date of the campaign. A campaign schedule allows you to control when a campaign runs. For more information, see Associate a campaign schedule with a campaign.
This check box indicates whether the campaign management setup synced campaign member data to the Genesys Cloud contact list.
This check box indicates whether the campaign management setup reconciled Genesys Cloud contact list data with Salesforce campaign member data. For more information, see Reconciliation of campaign data.
If the campaign management setup dialed more than one phone number, this field lists the results of the last attempt to contact the campaign member.
This field indicates the value used to order campaign members in the Genesys Cloud contact list. For more information, see Configure phone type management.
For more information, see Assign Page Layouts to Profiles or Record Types in the Salesforce documentation.
For more information, see Set up campaign management in CX Cloud from Genesys and Salesforce and Set up campaign management in Genesys Cloud for Salesforce.
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